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Tuesday, April 21, 2009

Many of you repeatedly in my mail have asked for paid calls and what they will be and all.Now as an amateur and being a social guy I would always safeguard the vested interest of investors than something else.The open blog is a place for me to give guidance..paid blog is for the one who needs those calls and my bigtime guidance desperately.Anyways here"s an example of a paid member call and the type which I provided.

Business:Noida Toll Bridge was promoted by Infrastructure Leasing and Financial Services Ltd. (IL&FS) as a special purpose vehicle (SPV) to construct, operate and maintain the Delhi - Noida Bridge on a Build Own Operate Transfer (BOOT) basis. The Delhi Noida Bridge is a tolled facility connecting Noida to South Delhi across the Yamuna river.The Company's principal source of revenue is from the levy of tolls on commuters on this facility.

Outlook:It should be prudent to note that the company's operating income comprises revenues from the toll it collects and hoardings/advertisements on the routes it has developed.The outlook for growth in traffic on the Delhi Noida Bridge is very positive. Traffic levels on the Delhi Noida Bridge are expected to increase as Noida and Greater Noida experience development and population growth. In their review, Halcrow Consulting estimate that by 2021 the population of Noida and Greater Noida areas will increase by 2 million and the daily vehicle trips on the Delhi Noida Bridge will increase to 200,504.

Triggers-The company is presently constructing a fast link between Mayur Vihar and Noida.The bridge is in an advanced stage of completion and is likely to become fully operational very soon.It has also access to developmental rights of over 200 acres as part of these projects.The company has got a huge surplus of land bank,which the company intends to develop over the next couple of years.The value is expected to be immense on account of the very prime location of the land.Once that happens,there is a huge amount of value unlocking that will happen.

Risks and Concerns:The Concession Agreement provides for traffic risk mitigation measures by allowing for New Okhla Industrial Development Authority (NOIDA) to grant Development Rights. The Company has, in its possession, land around the DND Flyway both in Noida and Delhi, which will be developed in phases, subject to grant of Development Rights by NOIDA / Govt. of UP / Govt. of Delhi, which are under process.The denial of Development Rights or conditional grant of the same will also pose a financial threat to the Company.

Financials:The company has shown strong consistency in both topline as well as on bottomline over the last several years.The trend is expected to continue and with so many developemnts happening,Noida toll may just surprise us on its forward numbers.

Conclusion:The Government of India as well as many State Governments are laying great emphasis on development of the road network and have drawn up ambitious plans which require the private sector to play a key role in the fulfillment of these plans.I remain very positive on the prospects of the company, driven by the growth prospects of its real estate foray and the Mayur Vihar-Noida link.On valuation parameters the company on an expected EPS of rs 2.2 and at 10 P.E may look a tad high but with the kind of growth that we are talking about keeps decent scope of good capital appreciation in the coming days.I assign a buy on the counter with a target of 31rs to be acheived over the coming 6-9 months period.

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october 2013

September 2013

Arun.K.Mukherjee

A 26 year old bong lad from the outskirts of kolkata who loves stock markets more than his gfs or anything.Here in the stocks world since when i was 14,started investing in markets with 1000rs which compounded and has turned "a decent respectable portfolio" now.Learning everyday still a novice who intent to put news and stuff which were out of reach to simple retail investors.